The ABSOLUTE BEST Macro Investing Strategy to Beat the Market

🔥 Get FREE ACCESS to Real Vision https://rvtv.io/3Y4t5Pw. In this special episode, Raoul has decided to give everyone an inside look at the most recent Macro Investing Tool video featuring Julien Bittel. Every month, Julien hops on camera to break down the charts that lead the economy and update MIT members on his and Raoul's macro perspective. Recorded on August 28, 2024.

Would like to have the MIT in your investing arsenal? Level UP! with Real Vision Plus https://rvtv.io/3KPQooB

Timestamps:
00:00 - Real Vision’s 10th Anniversary Celebration Announcement
00:45 - Introduction: The Journeyman Show by Raoul Pal
01:33 - Importance of the Business Cycle in Macro Investing
02:37 - Julian Brigden’s Macro Investing Tool (MIT) and Its Development
03:39 - Overview of MIT Service and Subscription Tiers
04:13 - Julian Brigden’s MIT Monthly Update Introduction
05:30 - Data Delays and Growth Composite Issues in July
06:43 - Growth Momentum and ISM Trends
09:12 - Impact of Rate Cuts and Easing Financial Conditions
10:45 - Small Business Optimism and Bank Lending
12:35 - Credit Availability and Economic Expansion
13:45 - Positive Economic Data: Durable Goods Orders and Imports
15:15 - Global M2 Liquidity and Bitcoin Impact
16:37 - Liquidity Trends and Public/Private Liquidity Breakouts
17:42 - Bitcoin and Liquidity Correlation
18:19 - Inflation Trends and CPI Declines
19:34 - Atlanta Fed Sticky CPI and Inflation Outlook
20:47 - Unemployment Trends and Rate Cut Justifications
22:43 - Markets Overview: NASDAQ and Financial Conditions
24:41 - Market Positioning: Defensive Sectors
25:52 - SPX Short Positions and Market Sentiment
27:01 - Russell 2000 and Small Caps Seasonality
28:28 - Impact of Weaker Dollar on Global Liquidity and Growth
30:50 - High Yield Bonds and Broadening Equity Market Rally
32:07 - Bitcoin in the “Boring Zone” and Liquidity’s Impact
34:12 - Key Market Events: Labor Day and September 18th FED Meeting
36:23 - Altcoins and Bitcoin’s Bullish Long-Term Trends
37:38 - New Peak Cycle Bitcoin Indicator
38:51 - Outlook for Q4 and Key Acceleration Zones
39:26 - Upcoming AMA with Raoul Pal and MIT Update
40:02 - Conclusion: Julian Brigden’s Business Cycle Expertise

Connect with me:
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LinkedIn:   / raoul-pal-real-vision  
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My other work:
Real Vision: https://rvtv.io/3LHYIaH
Global Macro Investor: https://globalmacroinvestor.com
EXPAAM: https://expaam.com

Disclaimer: https://media.realvision.com/wp/20231...

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